Invoices

Learn how to generate and manage invoices in BillPipe.

Create & Manage Invoices

BillPipe simplifies the billing process, allowing you to generate professional invoices quickly and manage your accounts receivable efficiently.

Creating a Single Invoice

To create a new invoice:

  1. Navigate to the Invoices section in your dashboard.
  2. Click on the New Invoice button.
  3. Select an existing Customer from the dropdown menu.
  4. Add the line items, quantities, and pricing details.
  5. Review the totals and click Save or Send to finalize the invoice.

Bulk Upload

Similar to customers, you can generate multiple invoices simultaneously through bulk uploading.

  1. Navigate to the Invoices section.
  2. Click on the Batch Actions > Import.
  3. Upload your .csv file patterned correctly with customer references and line items.
  4. Review the generated invoice drafts and approve the batch.